+269.4%
HPE vs VSH
+35.1%
+234.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.8% |
| 7D | +13.6% | +3.5% | +10.1% | +11.8% |
| 30D | +7.7% | -4.4% | +12.1% | +9.4% |
| 3M | +22.4% | -45.8% | +68.2% | +54.4% |
| 6M | +172.6% | +90.1% | +82.5% | +98.7% |
| YTD | +147.5% | +120.3% | +27.2% | +66.6% |
| 1Y | +151.8% | +112.2% | +39.6% | +70.7% |
| All | +269.4% | +35.1% | +234.3% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling